Help with finding your Service Account details in Procore.
While setting up your Procore Integration, you have the option of adding Service Account details.
This is optional - without it, you will be able to Create and Link projects and users with Procore, but they won't stay synced automatically, and you wont be able to access your Samm Form PDFs from Procore if you don't complete these fields.
Have a look here for help with generating a Service Account to complete these two fields.
Once you've entered your Service Account Client ID and Service Account Client Secret, hit Activate.
Done! Now Samm and your Procore Company are connected.
What can the integration do?
Well, you can now:
- Link Samm users and existing Procore users.
- Create and sync Samm projects with Procore projects.
- See your Samm forms, memos and actions in your linked Procore projects.